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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,998 | $180,459-84.5% | $154,108-81.8% | $135,380-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.84% | 888.21%-896.1pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $3,022 | $6,035-49.9% | $5,298-43.0% | $4,779-36.8% |
| Participant deferral / active EE | $674 | $5,806-88.4% | $5,081-86.7% | $5,609-88.0% |
| Admin fee / account holder | $16 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |